Overview
There’s a reason companies worldwide are replacing wet signatures with e-signatures: they’re fast, secure, and convenient. With DocuSign and the Quik! App, you can sign documents in minutes from almost anywhere. All Quik! forms are e-signable by default, as long as they include at least one signature field.
This guide walks you through how to e-sign forms using DocuSign in the Quik! App.
💡 Tip: DocuSign is one of several e-signature partners supported by Quik! Learn how to connect your DocuSign account.
If you are preparing an envelope that contains duplicate forms, please visit our article How to E-Sign Duplicate Forms.
Prerequisites
- A connected DocuSign account in the Quik! App
- At least one form selected with a signature field
Step-by-Step Instructions
1. Prepare Your Form
- Select your form(s) in the Quik App
- Add clients if desired
- Go to the FINALIZE tab
2. Set Up DocuSign
- In the FINALIZE tab, find the ESign Connection dropdown under Configurations
- Select your DocuSign connection
3. Launch the Form
- Click Launch Forms to open your forms
- Fill in any additional data needed
4. Start the E-Sign Process
- Once you're ready to send the form for e-signature, click the Sign button
- This opens the E-Sign Pop-Up window
5. Use the E-Sign Pop-Up
- Choose your e-signature provider (DocuSign or SIGNiX)
- Enter each signer's name and email address
- Adjust signer order and other settings as needed
6. Send for Signature
- After entering the signer information, click Send for Signature
- The form is sent via DocuSign for completion
Understanding E-Sign Pop-Up Fields
The E-Sign Pop-Up is where you:
- Choose your e-sign provider
- Enter signer details
- Set signer order
- Send forms out for signature
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Order: This field determines the order in which signers will receive the email from DocuSign to link to the form for e-signature. By default, the order is set as the order in which the signature fields appear on the form. In the above example, the spouse's signature is asked for first on the form, then the Owner 1 signature, etc. You can manually change the order for any transaction by changing the numbers for each row-- the final order is simply determined from lowest number to highest.
-
Role: The roles listed here are determined by which roles have been assigned a signature field on the form itself. They cannot be changed.
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Name/Email: Name and Email will be automatically pre-filled onto the pop-up with the information entered on the form itself and can be edited as needed. The email entered here is the email to which the DocuSign envelope link will be sent. Note that you only need to enter the name and email of the people you actually need an e-signature for. Rows can be left blank if no signature is required for a given transaction.
- Send Type: Choose a DocuSign Send Type for each recipient here. Send Type determines what category of recipient each person is. EmailToSign is the most commonly used Send Type, enabling a recipient to receive the form via email to e-sign it simply.
Send Type has the following values:
- EmailToSign
- SendCopy
- InPersonSigner
- Agent
- CertifiedDeliveries
- Editor
Choosing a sign type of 'None' (the blank drop-down option) removes the recipient from the signing process. For more information on what each DocuSign Send Type is, please see the Docusign documentation on this topic.
- Identity Check: Choose a DocuSign Identity Check option for each recipient here. Identity Check is an optional setting that allows you to confirm the signer's identity for added security. The most commonly used Identity Check option is No Identity Check, which is the fastest way for a recipient to sign the form but offers no added security. There is no third-party authentication of the recipient's identity.
Identity Check has the following values:
- No Identity Check
-
ID Check - ID check provides the following methods for verifying signers' identity:
Photo ID and passport verification. Electronic ID verification. Smart card authentication. Knowledge-based authentication (U.S. citizens and U.S. residents only). - SMS (Text) - SMS Authentication option asks the recipient to select a mobile phone number so a one-time passcode text message can be sent for authentication. DocuSign sends the passcode to the phone number, and the recipient must enter the passcode to open the envelope.
- Phone - Phone Authentication option asks the recipient to select or type a phone number to use for authentication. Then they are presented with a validation code while the system places a call to the number.
- Live ID - Requires your recipient to enter their Live ID or Social ID (Salesforce, LinkedIn, Google, etc.) credentials before they can view the envelope.
- Salesforce
- Yahoo
- OpenID
- Add Recipient: Click this button to send the form to another recipient who will simply view the form. They will not have the ability to sign the form with DocuSign e-signature-- only view it in DocuSign. By default, the added recipient is the last person to receive a copy of the signed form (aka the highest number in the Order column).
- Subject/Message: This is the subject and message body of the email that each recipient will receive from DocuSign. You can customize both or simply use the default language.
The default Subject text is the following:
-
Please e-sign these forms (<form dealer name>)
The default Message text is the following:
The attached forms were completed and prepared for you to sign.
<list of form names in current form package>
Please sign these forms by clicking the link.
<name>
(<Form View ID>) - Send: When you are finished configuring all recipients and settings, click the Send button as the last step to begin the e-sign process. DocuSign will immediately send an email to the first ordered recipient once Send is clicked. You can then close the E-Sign Pop-Up, and you are finished with the transaction.